Professional Overview

I am an enthusiastic business professional with extensive experience in financial management, systems development and implementation, SEC reporting, treasury operations, merger and acquisitions, and financial analysis. I possess a strong, diverse background in Fortune 500, joint venture, and turnaround manufacturing, engineering, and service operations as a Finance Director and Treasurer/ Controller. I have functioned as an interim controller and consultant for twelve years after serving in senior financial management positions in the private and public sectors.

• Provide cost and analysis expertise to an international IT consulting organization engaged by the Commonwealth of Pennsylvania to develop multiple data processing solutions for the required future state of computing across all Commonwealth Agencies (10 major entities). The four options presented to the Commonwealth CIO move multiple, individually managed data centers encompassing 53,000 square feet of raised floor, 6000 Wintel, Unix, and virtual servers, 2700 terabytes of storage, and numerous BM and Unysis mainframe and midrange systems with different levels of service, to an enterprise level data center architecture with a common set of services.
• Devised a financial model to divide financial statements for 75 subsidiaries of a multi-billion dollar pharmaceutical services company into debt guarantor/non-guarantor classifications, in support of SEC securities registration filings necessitated by a private equity firm buyout of the company in 2011 (inVentiv Health, Inc.).
• Established control over claims loss processing for global property and casualty insurer ACE INA, improving accounting and settlement processes involving forty-five affiliate offices world wide. Documented foreign exchange (FAS 52) accounting procedures and transitioned the global claims loss accounting function to an offshore contractor. Coordinated efforts with claims and risk information personnel to resolve ownership and collection of $1million in dated, suspended claim losses. Perform various financial analyses utilizing PeopleSoft Citrix query.
• Prepared initial 10-KSB for a start up internet company, College Tonight, which employed the reverse acquisition of a public shell corporation to enhance share holder value and expedite access to capital investment.
• Assisted Towers Perrin in a global Oracle invoicing and receivables conversion for their multi-billion dollar HR and pension consulting operation. Prepared the client’s initial monthly invoicing after the conversion, acting as their Oracle AR module consultant, instructing field personnel in invoice preparation and revenue recognition issues.
• Created Sarbanes Oxley narratives, walkthroughs, PRCMs development, with detail testing in financial reporting, contract revenue (SOP 81-1, 97-2, 98-9), payroll, purchasing, accounts payable, fixed assets, equity, long term compensation, income taxes (FAS 109, FIN 48), and footnotes (InterDigital Communications Corporation).
• For Prescient Applied Intelligence, Interim Controller for publicly traded business to business supply chain management software provider. Preparation of 10-Q, 10-K, S-1, SB-2, analysis of capitalization structure, correction of corporation tax filings and returns.
• For C&D Technologies, Inc., devised and executed test procedures measuring the Company internal controls for compliance with the Sarbanes-Oxley Act. Responsible for revenue, commissions, purchasing and payables for this $400 million manufacturing company.
• For Rosenbluth International, Inc., assisted the Director of Consolidations in month end close (Great Plains) and performed all accounting for the Irish subsidiary of this acquired $400 million travel services company.
• For Drexel Industries, Inc., assumed Assistant Controller duties for material handling manufacturer awaiting sale.
• For Rodel, Inc., consolidated domestic and international subsidiaries results for $350 million subsidiary of Rohm & Haas utilizing Hyperion. As Assistant Controller, migrated Baan accounting software to SAP (FI, MM, ML, PP, SD, PM, HR).
• For Quinnet.com, created financial projections for a Chinese internet provider soliciting secondary market offering.
• For Verizon Inc., assisted in production of 2000 10-K and 2001 10-Q for sixteen telecom companies.
• Developed and negotiated terms for private equity financing arrangements; restructured convertible debt to maintain company NASDAQ listing. Challenged SEC on “discount to market” debt to equity conversion, avoiding mandated $36 million charge to the P&L (Scangraphics).
• For Van Conversions, Inc. functioned as controller for $10 million manufacturer of handicapped accessible vehicles. Restated prior year results saving principals $400K in federal income taxes. Recouped $50K in duplicate sales tax payments from the Pennsylvania Department of Revenue.
• Installed stock option accounting and tax software to control 15 million unissued shares, revising proxy compensation disclosures (APB Opinion No. 25).
• Created initial accounting function for a start up internet joint venture, devising software infrastructure to maintain monthly electronic billing and payment of the business to business merchant base through the Federal Reserve (goEmerchant.com).

• Accounting Policies, Procedures Process Improvement Consolidations and Reporting
• Accounting Systems / Conversions Merger and Acquisition Sarbanes Oxley
• Financial Analysis Budgeting and Forecast SEC/Annual Report
• Financial Close Cycle Cost Accounting/Pricing Audit/Risk Assessment

PPT Consulting LLC, Confidential, 
Interim Controller, Consultant, 1998 to present
Confidential,
Director of Corporate Finance 
Professional Consultant
Sarbanes Oxley/Acting Controller
Financial Lead on IPO

Confidential,
Treasurer and Controller
Aydin Computer Systems
Controller
Manager of Cost Accounting and Control
Scott Paper Company
Audit Supervisor, Senior Auditor, Staff Auditor
Prudential Insurance Company

Confidential,Limerick, PA (Large document scanner manufacturer)
Director, Corporate Finance (August, 1996 to April, 1998) 1996-1998

• Responsible for monthly consolidation and closing, preparation of 10-Q, 10-K, annual report, proxy statement, and Board of Directors presentations.
• Initiated the Company’s first business plan, coordinating budget preparation and monthly variance reporting across four subsidiaries.
• Project, report, and manage cash flow, planned versus actual consumption; identify quarterly requirements with forecasted P&Ls.
• Developed and negotiated terms for private equity financing arrangements; restructured convertible debt to maintain NASDAQ listing.
• Challenged SEC on “discount to market” debt to equity conversion, avoiding mandated $36 million charge to the P&L.
• Installed stock option accounting and tax software to control 15 million unissued shares, revising proxy compensation disclosures.

FINANCIAL CONSULTANT 1993-1996
(May, 1993 to August, 1996)

• Structured & negotiated terms for client purchase of a $7 million competitor, saving $500K in purchase price with proper contractual asset/contingency valuations.
• Created Excel budgeting model to project operating and cash results under multiple engineering labor and material assumptions.
• Restated financial results for former bankrupt trucking concern attempting to position itself for sale for benefit of creditors committee.
• Installed MRP software package for start-up high tech joint venture, providing investors with initial financial/operational baseline.

Confidential,Voorhees, NJ (Radio frequency power supply manufacturer) 1992-1993
Treasurer and Controller (August 1992 to April, 1993)

• Directed all accounting and finance activities, preparing the Company’s first 10K, proxy statement, and annual report for this public spin-off.
• Obtained vendor concessions involving $1 million in overdue payables and state funding of $500K to avert bankruptcy of the company.
• Reduced working capital commitment/cycle for largest customer, diversifying customer base and improving cash flow.
• Designed and implemented executive stock option program.

Confidential, PA (Computer terminal manufacturer) 1987-1992
Director of Finance

• Initiated recovery of $2 million in overdue receivables, reducing prior year write-offs of $750K to $47K and preserving company solvency.
• Directed staff in preparation of monthly financials for this privately held manufacturer of computer workstations.
• Developed and maintained letter of credit policy and procedures for Western European sales; revised domestic distributor credit policy.

COMPUTER SKILLS: Proficient in Excel, Word. Experienced in SAP, Oracle, PeopleSoft, MAS90, Peachtree, Solomon, 
Great Plains and QuickBooks.